We’re here to help answer your questions and discuss how we can support your financial journey. Whether you’re looking to plan for retirement, manage investments, or explore tax strategies, our team at D&S Wealth Management Group is ready to assist.
Reach out today to schedule a meeting or learn more about our services. Whether by phone, email, or a personal consultation, we’re happy to connect and provide the information you need.
Let’s start a conversation about how we can help you work toward your financial goals. We look forward to hearing from you!
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D&S Wealth Management Group, LLC (DSWMG) is a registered investment advisor located in North Potomac, Maryland. DSWMG and its investment advisor representatives are in compliance with the current filing requirements imposed upon state-registered investment advisors by those states in which DSWMG maintains clients. DSWMG may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Additional information, including our services, advisory fees, and other helpful disclosures, can be found in our Form ADV Part 2, which is available upon request or on the SEC’s website here.
Investment advisory services are offered through DSWMG. Insurance services are offered through D&S Insurance Solutions, LLC. Accounting and tax services are offered through Deleon & Stang, CPAs and Advisors.
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